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Succession planning using employee stock ownership plans

Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
Succession planning using retirement plans

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
Owner Readiness for Business Succession

Owner Readiness for Business Succession

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.
3 tests, few answers: The not-so-simple world of worker classification

3 tests, few answers: The not-so-simple world of worker classification

Growing businesses need to add workers. As the popularity of independent contractors grows, so does scrutiny over employee classification.
Strong internal controls can help minimize losses

Strong internal controls can help minimize losses

There are a number of steps construction companies can take to help avoid unintended losses resulting from error or outright fraud.
Change management for family offices: 5 key considerations

Change management for family offices: 5 key considerations

Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Performing a 401(k) retirement plan self-checkup

Performing a 401(k) retirement plan self-checkup

When an employer sponsors a retirement plan for its employees, it must carefully consider, and continually monitor, the plan provisions.
Digital assets targeted for substantial tax hikes

Digital assets targeted for substantial tax hikes

The Ways and Means Committee proposed legislation targeting digital assets to increase tax revenue via wash and constructive sales rules.
Taxpayer Advocate Service struggles with a backlog of cases

Taxpayer Advocate Service struggles with a backlog of cases

Taxpayer Advocate Service is wrestling with a backlog of cases trying to navigate the changing environment of the pandemic.
Operating nonqualified deferred compensation plans FAQs for employers

Operating nonqualified deferred compensation plans FAQs for employers

Throughout a plan’s life cycle, employers should consider whether their plans remain compliant and aligned with the organization’s goals.
Technology at the center

Technology at the center

Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
The Real Economy: September 2021

The Real Economy: September 2021

Everything from semiconductors to employees is in short supply as the economy recovers from the shock of the pandemic.
Why inflation expectations remain subdued

Why inflation expectations remain subdued

Inflation expectations remain remarkably well anchored despite the recent five-month surge in topline inflation.
Bottlenecks in the supply chain

Bottlenecks in the supply chain

The robust economic expansion that is underway is unfolding in a unique fashion, and it is not for the fainthearted.